Patricia Isfanescu
About Patricia Isfanescu
Patricia Isfanescu is a Finance Specialist and Developer of Others at Primerica, specializing in investment solutions for a diverse clientele. She focuses on financial education and empowerment, addressing societal financial challenges since joining Primerica in 2020.
Work at Primerica
Patricia Isfanescu has been employed at Primerica since 2020, serving as a Finance Specialist and Developer of Others. In her role, she specializes in providing investment solutions, including Mutual Funds, ETFs, and Alternative Strategies, to a diverse clientele that includes professionals such as doctors, lawyers, and teachers. She focuses on addressing societal financial challenges, particularly in the areas of income protection and retirement investment needs. Isfanescu is also involved in creating passive income opportunities for families, enhancing their financial well-being.
Education and Expertise
Patricia Isfanescu possesses expertise in financial education and investment solutions. She has contributed to the financial empowerment of families and individuals by enhancing their understanding of income protection and generational wealth. Isfanescu provides educational resources on various financial topics, including life insurance, tax, investments, budgeting, and debt management. One of her notable contributions is the booklet titled 'HOW MONEY WORKS,' which serves as a resource for individuals seeking to improve their financial literacy.
Background
Before joining Primerica, Patricia Isfanescu worked in the customer service sector for 15 years at A&W Restaurants, Inc. in Ontario, Canada, where she held the position of Customer Service Manager from 2005 to 2020. Additionally, she worked for 8 months as a Customer Service Manager at Cafe O in Canada in 2019 to 2020. This extensive background in customer service has equipped her with valuable skills in client relations and communication.
Achievements
During her tenure at Primerica, Patricia Isfanescu has been part of a company recognized as one of America's Most Trustworthy Financial Companies in 2015 and named one of the Best Employers for Women by Forbes in 2020. Her contributions to financial education and empowerment have been acknowledged, reflecting her commitment to enhancing the financial understanding of her clients and the broader community.